Tajback & Sons LLC

Gordian Wealth Advisors, based in Mill Valley, California, specializes in wealth management services tailored for high-net-worth families. The firm aims to simplify the complexities of investment and financial planning by providing independent, objective advice and developing bespoke investment portfolios. Focusing on risk mitigation and diversification, Gordian Wealth Advisors assists families in navigating volatile financial markets while fostering a unique partnership with each client. Their disciplined approach addresses the intricate financial challenges that wealth creators often face, emphasizing a strong bond between advisor and client. Generated from the website

Rubins Financial Strategies is a financial services company based in Santa Rosa, California, specializing in retirement planning and investment strategies. The firm is dedicated to providing clients with comprehensive financial guidance tailored to their unique needs. With a focus on strategic planning, Rubins Financial Strategies aims to empower individuals to achieve their financial goals through informed decision-making. The company emphasizes transparency and trust, ensuring that clients have the knowledge and support necessary for a secure financial future. Generated from the website

BScott Grooms, Certified Financial Planner?Proactive and Comprehensive ServicebrFinancial Planning by Certified AnalystbrRetirementbrEstate and Tax Planningbr*Investment Advisory ServiceASSOCIATIONbrSecurities and Financial Planning Services Offered Through Linsco Private Ledger, Member NASD SIPCB